Mowery & Schoenfeld Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$14.8K | – | 451 |
|
|
2025
Q1 | $14.8K | Hold |
200
| – | – | 0.03% | 229 |
|
|
2024
Q4 | $12.8K | Hold |
200
| – | – | 0.03% | 207 |
|
|
2024
Q3 | $13.3K | Hold |
200
| – | – | 0.02% | 163 |
|
|
2024
Q2 | $11.6K | Hold |
200
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $11.1K | Hold |
200
| – | – | 0.02% | 113 |
|
|
2023
Q4 | $8.6K | Buy |
+200
| New | +$8.6K | 0.02% | 115 |
|